About this episode
Bengal Capital's Jerry Derevyanny and Julian Lin discuss NewLake Capital and cannabis REITs (0:20). Valuations are up; yields are down - should that be telling investors something? (3:00) Redeployment risk in IIPR and other REITs (5:50). This is an excerpt from a recent episode of The Cannabis Investing Podcast. Show Notes: My Top Pick: NewLake Capital Yields 12% With Net Cash Balance Sheet And Built-In Growth Innovative Industrial Properties: 7.2% Dividend With Visible Near-Term Catalyst Bengal Capital FY2023 Letter Episode transcripts For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions Register for Seeking Alpha's Investing Summit (use PODCAST for a discount code!)